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Your First Financial Goals: How Far Have You Come?

Do you remember the first goals you set when working with our team?

New Year, New Goals?

Believe it or not, we are done with 2020, and for those of you who don’t know, I celebrated in style by marrying my best friend on New Year’s Eve. (There might be a couple of photos on social media, if you missed it!) After our two-day honeymoon, we went back to our separate homes until our new house is ready, with plenty of room all five boys. (Yes, five!)

The Most Important Life Skill

This week, we’re continuing our thoughts on communication and how recent events have changed – for better or worse – how we communicate with each other.

Communication in the Time of Covid

As we start to wrap up 2020 (thank goodness!) and get ready for 2021, we’re bringing you a two-part series on communication. We hope you enjoy it.

Take Time to Review Life Changes

In the coming weeks, depending on what state you live in and who your governor is, you may or may not be making plans to gather with family during this holiday season. Regardless of whether you’re staying home or heading to see loved ones for a little Christmas cheer, this is a perfect time to review the beneficiaries named on your accounts. (You know, in case of any bad thanksgiving turkey…) It’s also never a bad idea to think about and review any changes in your life that might trigger the need to update your legal documents, life insurance coverage or retirement accounts.

Markets & Vaccines

My, it’s been a busy 10 days! One for the record books, I’d say, but we have a winner – or do we? Regardless, someone will be sworn in come January. I think.

Gratitude for What We Can Control

To say 2020 has been a record year of people saying “I can’t believe that just happened!” would be an understatement. I think we can all agree on that! But the feeling I get from conversations these days that there’s a lot of uncertainty out there. With my OCD personality, when things get uncertain, I tend to hunker down and focus on what I can control.

Apple, Inflation & Diversifying

A couple of weeks ago, I talked about the recent stock splits from Apple and Tesla, and since then, a number of you have asked why there’s no Apple stock in our Envestnet accounts. We all use Apple products on a daily basis, right? Whether an iPhone, iPad, MacBook or even an old iPod, it’s hard to escape Apple. So, why don’t we own a company we all use on a daily basis?

Life Insurance in Retirement

As we wrap our series on employee benefits, we’ve discussed that many of you have group life insurance and perhaps an additional term policy outside of work. For you, we talked about the possibility that we could save you some money if you’re over 50 and healthy. I’m sure a few of you reading this may be thinking, “Okay, I’ve done that, and there’s nothing more I need to do. I’m set. When I retire I won’t need life insurance because I’ll have saved up enough money.”

Pre-tax or After-tax?

When it comes to your employee benefits, the major one of course is some type of work-sponsored retirement plan, and by now all of you know (I hope!) that you need to contribute at minimum what it takes to earn the full company match. That is literally free money you’re being given. Don’t turn it down.

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